Transaction types are identified in the API through the finTranTypeID. The id provides a short hand description of the transaction, with further details provided in the comment field.
| Attribute | Description |
|---|---|
CSR | A deposit |
CSD | A withdrawal |
FEE | A fee was deducted from the account. Fee types can include AUM and withdrawal fees |
JNLC | A cash journal was made from one account to another |
CADJ | A credit adjustment was made, generally used for returned ACH transactions |
INT | An interest adjustment |
SPUR | A security (stock/ETF/ADR) was bought |
SSAL | A security (stock/ETF/ADR) was sold |
MERGER_ACQUISITION | A merger or acquisition has taken place |
DIV | A dividend payment |
DIVTAX | A tax withholding on a dividend |
DIVNRA | A tax withholding on a dividend for a non-resident alien |
STCK | A stock price adjustment |
COMM | A commission |
SPINOFF | Stock spinoff |
STOCK_SPLIT | Stock split/reverse stock split |
ACATS_CASH | ACATS cash delivery or receive |
ACATS_STOCK | ACATS stock delivery or receive |
CCPUR | Crypto Currency Purchase |
CCSAL | Crypto Currency Sale |
SLIP | An interest payment for security lending rebates |
DIVM | A dividend that is received when shares are on loan as part of the fully paid security lending program |